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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: TTOSBT who wrote (153781)	2/12/2000 1:21:00 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 176387

... or maybe he simply truthfully answered a question he was asked by an analyst?

To: TTOSBT who wrote (153781)	2/12/2000 10:16:00 AM
From: Bill F.	Read Replies (1) \| Respond to of 176387

ttosbt-how about the obvious,what md said about win2000 is true?which it is.md needs to start laying the ground work for why business it going to stay crummy vs prior expectations(since it will).after all in q3they blamed drams,in q4 they blamed intc,now it will be win2000.you see it can never be said that the pc business is a commodity with too much capacity and collapsing margins,they cant say that.in any case if dell was at 15,maybe 20, times earnings you could buy it but at 55, or any number over 30 times earnings it is a sale.( i use trailing earnings because we know them for sure ,the future,you have seen is not always certain).i tried to point this out on this very thread last fall at 45 ,when they came up with the "its a dram problem " excuse(naturally i was tarred and feathered by some of the more incendiary and clueless posters).in the interest of full diclosure i am short the stock and have been for the last year,it makes no difference to me whether any one on this thread buys or sells the stock because, the market will do what it is going to do regardless of what anyone on this thread says.just thought i would share my opinion as unpopular as i know it is.that is all i have to say,i shall go back to lurking.good luck.